Civic Intelligence

Phi Gamma Delta Educational Foundation Inc

990 • Fiscal year 2018 • EIN 52-6036185

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

Organization ProfileN/A

View Organization Page

1201 Red Mile Road PO Box 4599Lexington, KY 40544

(859) 255-1848

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.02x

Higher debt load relative to assets than 17% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

22nd percentile

0.07x

Higher debt load relative to revenue than 22% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$135,848

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

58th percentile

4.0%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$18,912,483

Up $729,020 (+4.0%) from 2017

Net Assets

Up

$18,582,567

Up $823,825 (+4.6%) from 2017

Liabilities

Down

$329,916

Down $94,805 (-22%) from 2017

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin85th percentile

Revenue

Up

$4,650,688

Up $544,527 (+13%) from 2017

Expenses

Up

$3,099,416

Up $552,866 (+22%) from 2017

Net Income

Down

$1,551,272

Down $8,339 (-0.5%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $11,830,448Liabilities 2011: $134,432Net Assets 2011: $11,696,0162011Assets 2012: $12,738,741Liabilities 2012: $148,835Net Assets 2012: $12,589,9062012Assets 2013: $14,786,107Liabilities 2013: $146,622Net Assets 2013: $14,639,4852013Assets 2014: $17,323,772Liabilities 2014: $309,398Net Assets 2014: $17,014,3742014Assets 2015: $18,343,985Liabilities 2015: $386,931Net Assets 2015: $17,957,0542015Assets 2016: $16,136,120Liabilities 2016: $483,234Net Assets 2016: $15,652,8862016Assets 2017: $18,183,463Liabilities 2017: $424,721Net Assets 2017: $17,758,7422017Assets 2018: $18,912,483Liabilities 2018: $329,916Net Assets 2018: $18,582,5672018Assets 2019: $20,516,558Liabilities 2019: $343,157Net Assets 2019: $20,173,4012019Assets 2020: $21,590,521Liabilities 2020: $307,557Net Assets 2020: $21,282,9642020Assets 2021: $28,007,260Liabilities 2021: $286,496Net Assets 2021: $27,720,7642021Assets 2022: $23,695,128Liabilities 2022: $335,921Net Assets 2022: $23,359,2072022Assets 2023: $26,268,904Liabilities 2023: $358,469Net Assets 2023: $25,910,4352023Assets 2024: $29,803,315Liabilities 2024: $446,726Net Assets 2024: $29,356,5892024Assets 2025: $34,030,382Liabilities 2025: $409,544Net Assets 2025: $33,620,8382025

Highlighted filing

2018

Assets$18,912,483
Liabilities$329,916
Net Assets$18,582,567
Open 2018 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $2,277,777Expenses 2011: $2,936,022Net Income 2011: -$658,2452011Revenue 2012: $3,437,152Expenses 2012: $2,299,223Net Income 2012: $1,137,9292012Expenses 2013: $1,704,7202013Revenue 2014: $4,853,744Expenses 2014: $2,943,556Net Income 2014: $1,910,1882014Revenue 2015: $3,552,124Expenses 2015: $2,130,090Net Income 2015: $1,422,0342015Revenue 2016: $2,931,084Expenses 2016: $4,882,166Net Income 2016: -$1,951,0822016Revenue 2017: $4,106,161Expenses 2017: $2,546,550Net Income 2017: $1,559,6112017Revenue 2018: $4,650,688Expenses 2018: $3,099,416Net Income 2018: $1,551,2722018Revenue 2019: $4,461,047Expenses 2019: $2,080,518Net Income 2019: $2,380,5292019Revenue 2020: $2,559,162Expenses 2020: $1,874,068Net Income 2020: $685,0942020Revenue 2021: $4,153,506Expenses 2021: $2,174,282Net Income 2021: $1,979,2242021Revenue 2022: $3,021,786Expenses 2022: $2,212,154Net Income 2022: $809,6322022Revenue 2023: $3,880,356Expenses 2023: $2,677,299Net Income 2023: $1,203,0572023Revenue 2024: $4,215,768Expenses 2024: $2,492,902Net Income 2024: $1,722,8662024Revenue 2025: $6,572,974Expenses 2025: $2,783,317Net Income 2025: $3,789,6572025

Highlighted filing

2018

Revenue$4,650,688
Expenses$3,099,416
Net Income$1,551,272
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$17,057,499
Mission and Program Overview

Mission

To provide educational support and services for college students.

To provide educational support and services for college students

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,685,611$14,425,702▼ $259,909
Investments Other Securities$2,277,366$3,644,651▲ $1,367,285
Cash and Non-Interest-Bearing Accounts$1,046,487$670,032▼ $376,455
Land, Buildings, and Equipment, Net$130,000$130,000→ $0
Prepaid Expenses and Deferred Charges$33,099$31,198▼ $1,901
Total Assets$18,183,463$18,912,483▲ $729,020
Other Assets Total$10,900$10,900→ $0
Liabilities
Other Liabilities$325,244$286,828▼ $38,416
Grants Payable$99,477$0▼ $99,477
Accounts Payable and Accrued Expenses-$43,088-
Total Liabilities$424,721$329,916▼ $94,805
Net Assets / Fund Balance
Temporarily Rstr Net Assets$6,115,285$6,502,965▲ $387,680
Permanently Rstr Net Assets$5,810,270$6,110,439▲ $300,169
Unrestricted Net Assets$5,833,187$5,969,163▲ $135,976
Total Net Assets Fund Balance$17,758,742$18,582,567▲ $823,825
Total Liabilities and Net Assets / Fund Balance$18,183,463$18,912,483▲ $729,020

Asset Categories

AssetBook ValueDepreciationBasis
Land$130,000-$130,000
Other Land Buildings$0$66,021$66,021
Other Securities$38,819--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$5,810,270$300,169--$6,110,439
2016$5,572,762$237,508--$5,810,270
2015$5,478,098$94,664--$5,572,762
2014$5,324,440$153,658--$5,478,098
2013$9,346,960$2,421,788▲ $1,306,446-$10,796,381
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Benjamin E RobinsonExecutive DirectorFT$135,848$135,848

Board Members and Trustees

NameTitle
Michael J StewartPresident
Kevin J HopperVice President
Donald J HermanDirector
Glenn D MoorDirector
Kevin W HagaDirector
Malcolm B WallDirector
Robert a Wunderluch JrDirector
Scott MowrerDirector
William BrandDirector
G Carl GibsonSecretary
Matthew M AmendTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,543,547
Program Service Revenue
$0
Investment Income
$1,990,762
Other Revenue
$116,379
All Other Contributions
$2,543,547
Change in Net Assets
$1,551,272

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded7$27,190Quoted Market Prices
Total Noncash Contributions7$27,190-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,650,688
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-727,447
Total Revenue per Audited Statements
$3,923,241
Total Revenue per Form 990
$4,650,688
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,287,831
Other Expenses$450,092
Salaries, Compensation, and Employee Benefits$361,493
Total Fundraising Expense$219,109
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,846,806--$1,846,806
Grants to Domestic Individuals$441,025--$441,025
Other Salaries and Wages$81,031$108,041$81,031$270,103
Fees for Service Investment Mgmnt Fees-$102,407-$102,407
Fees for Services Other$6,242$44,168$3,944$54,354
All Other Expenses$12,812$23,125$13,462$49,399
Travel$14,274$14,005$13,929$42,208
Pension Plan Contributions$6,098$26,319$5,919$38,336
Information Technology-$34,703-$34,703
Occupancy$11,526$11,188$11,188$33,902
Other Employee Benefits$11,342$11,009$11,009$33,360
Other Expenses$34,518$24,854$20,153$20,153
Payroll Taxes$6,696$6,499$6,499$19,694
Office Expenses$971$648$1,619$3,238
Total Functional Expenses$2,473,341$406,966$219,109$3,099,416

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,099,416
Total Expenses per Audited Statements$3,099,416
Total Expenses per Form 990$3,099,416
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lambda Corporation (depauw)Ithaca, NY501c7Assistance for Members or Related Organizations.$668,260
Fraternity of Phi Gamma Delta IncLexington, KY501c7Assistance for Members or Related Organizations.$426,197
Lambda Iota Graduate Corp (purdue)West Lafayette, IN501c7Assistance for Members or Related Organizations.$253,000
Phi Gamma Delta House Association Inc (kansas)Lawrence, KS501c7Assistance for Members or Related Organizations.$181,000
Sigma Omicron Housing Association (oklahoma State)St Jenks, OK501c7Assistance for Members or Related Organizations.$65,590
Mu Upsilon AssociationOxford, OH501c7Assistance for Members or Related Organizations.$62,500
Alpha Kappa Epsilon Fraternity IncReardon, WA501c7Assistance for Members or Related Organizations.$58,989
House Corporation of Phi Gamma DeltaBridgewater, NJ501c7Assistance for Members or Related Organizations.$34,000
Purple Owl House CorpAustin, TX501c7Assistance for Members or Related Organizations.$26,750
Kappa Deuteron Foundation (georgia)Watkinsville, GA501c7Assistance for Members or Related Organizations.$19,006
Upsilon Alpha Building Corp IncTucson, AZ501c7Assistance for Members or Related Organizations.$17,343
Gamma Tau IncDunwoody, GA501c7Assistance for Members or Related Organizations.$12,000
Gamma Phi Chapter of Phi Gamma Delta House CorpDevon, PA501c7Assistance for Members or Related Organizations.$11,570
Minnesota Phi Gamma Delta Association IncorporatedMinneapolis, MN501c7Assistance for Members or Related Organizations.$8,570
All Florida Phi Gamma Delta Chapter House CorporationGreenville, TN501c7Assistance for Members or Related Organizations.$1,957
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Life Income Gift Liability$231,365
Deferred Compensation Payable$50,000
Other Accrued Liabilities$5,463
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Classes of members or stockholders - all members in good standing of the fraternity of phi gamma delta, inc. Are also the members of phi gamma delta educational foundation, inc. The organization has only one class of members.”

Form 990, Part VI, Section B, Line 11B

“Organization's process to review form 990 - a draft copy of form 990 is reviewed by organization for completeness and accuracy.”

Form 990, Part VI, Section B, Line 12C

“Enforcement of conflicts policy - the organization re-adopts the conflict policy each year so that it is discussed and made clear that disclosure is required. Staff verify that vendors are not connected with any board members.”

Form 990, Part VI, Section B, Line 15

“Compensation process for officers - the board determines the executive director's compensation. The executive director determines all other compensation. Compensation process for top official - the board determines the executive director's compensation. The executive director determines all other compensation.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation - available upon request to organization”

Filing and Contact Details

Filer

Filer Name
Phi Gamma Delta Educational Foundation
EIN
52-6036185
Phone
8592551848
Address
1201 RED MILE ROAD PO BOX 4599, LEXINGTON, KY 40544

Signing Officer

Name
Ben Robinson Executive Director
Title
Executive Director
Phone
8592551848
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ben Robinson
Formed
1945
Legal Domicile
Ky
Voting Board Members
11
Independent Board Members
11
Employees
5
Volunteers
0

Preparer

Firm
Besten & Dieruf Pllc
Address
190 MARKET STREET, LEXINGTON, KY 40507
Preparer
Andrew H Dieruf CPA
Phone
8592544427
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process is unchanged from the previous year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation has no uncertain tax positions that qualify for disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 660 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013799818
IRS990/GrossReceiptsAmt017057499
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt034703
IRS990/InformationTechnologyGrp/TotalAmt034703
IRS990/InvestmentIncomeGrp/ExclusionAmt0597755
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0597755
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02277366
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03644651
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014685611
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014425702
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt066021
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0130000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0130000
IRS990/LandBldgEquipCostOrOtherBssAmt0196021
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012406811
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE EDUCATIONAL SUPPORT AND SERVICES FOR COLLEGE STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt017758742
IRS990/NetAssetsOrFundBalancesEOYAmt018582567
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01393007
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01393007
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-727447
IRS990/NoncashContributionsAmt027190
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/FundraisingAmt011188
IRS990/OccupancyGrp/ManagementAndGeneralAmt011188
IRS990/OccupancyGrp/ProgramServicesAmt011526
IRS990/OccupancyGrp/TotalAmt033902
IRS990/OfficeExpensesGrp/FundraisingAmt01619
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0648
IRS990/OfficeExpensesGrp/ProgramServicesAmt0971
IRS990/OfficeExpensesGrp/TotalAmt03238
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010900
IRS990/OtherAssetsTotalGrp/EOYAmt010900
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011009
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011009
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011342
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033360
IRS990/OtherExpensesGrp/Desc0DIRECT MAIL HOUSE SERVI
IRS990/OtherExpensesGrp/Desc1LIFE INCOME DISTRIBUTIO
IRS990/OtherExpensesGrp/Desc2DISTRIBUTION FEES
IRS990/OtherExpensesGrp/Desc3PLANNED GIVING
IRS990/OtherExpensesGrp/FundraisingAmt050356
IRS990/OtherExpensesGrp/FundraisingAmt120153
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt024854
IRS990/OtherExpensesGrp/ProgramServicesAmt034518
IRS990/OtherExpensesGrp/TotalAmt050356
IRS990/OtherExpensesGrp/TotalAmt134518
IRS990/OtherExpensesGrp/TotalAmt224854
IRS990/OtherExpensesGrp/TotalAmt320153
IRS990/OtherLiabilitiesGrp/BOYAmt0325244
IRS990/OtherLiabilitiesGrp/EOYAmt0286828
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0116379
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0116379
IRS990/OtherRevenueTotalAmt0116379
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt081031
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0108041
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt081031
IRS990/OtherSalariesAndWagesGrp/TotalAmt0270103
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06499
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06499
IRS990/PayrollTaxesGrp/ProgramServicesAmt06696
IRS990/PayrollTaxesGrp/TotalAmt019694
IRS990/PensionPlanContributionsGrp/FundraisingAmt05919
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt026319
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06098
IRS990/PensionPlanContributionsGrp/TotalAmt038336
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05810270
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06110439
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033099
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031198
IRS990/PrincipalOfficerNm0BEN ROBINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0UNDERGRADUATE AND AAA SCHOLARSHIPS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0441025
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0441025
IRS990/ProgSrvcAccomActy3Grp/Desc0GRADUATE FELLOWSHIP AWARDS
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02883681
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01702950
IRS990/PYInvestmentIncomeAmt01116718
IRS990/PYOtherExpensesAmt0473328
IRS990/PYOtherRevenueAmt0105762
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01559611
IRS990/PYSalariesCompEmpBnftPaidAmt0370272
IRS990/PYTotalExpensesAmt02546550
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04106161
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01551272
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01509386
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02543547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02883681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02812313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02660233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03370303
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014270077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0597755
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0428170
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0402231
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0389697
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0336803
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02154656
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0105806
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0105760
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt083017
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt085198
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0140466
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0520247
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84210
IRS990ScheduleA/PublicSupportPY170Pct00.86100
IRS990ScheduleA/PublicSupportTotal170Amt014270077
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02543547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02883681
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02812313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02660233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03370303
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014270077
IRS990ScheduleA/TotalSupportAmt016944980
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05810270
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0300169
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06110439
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05572762
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0237508
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05810270
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05478098
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt094664
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05572762
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05324440
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0153658
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05478098
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0108029
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt09346960
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02421788
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010796381
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt02170784
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01306446
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03099416
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0130000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0130000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-727447
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt066021
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt066021
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0231365
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt150000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25463
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIFE INCOME GIFT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED COMPENSATION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OTHER ACCRUED LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0563577
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1848485
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21949963
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3243807
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt438819
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE STRATEGIES INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1REAL ESTATE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MONEY MARKET ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CASH SURRENDER VALUE OF LIFE INSURANCE
IRS990ScheduleD/OtherSecuritiesGrp/Desc4CHAPTER MORTGAGE LOAN
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/RevenueNotReportedAmt0-727447
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04650688
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0130000
IRS990ScheduleD/TotalBookValueSecuritiesAmt03644651

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,912,483
Liabilities
$329,916
Net assets
$18,582,567
Revenue
$4,650,688
Expenses
$3,099,416
Net income
$1,551,272
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.0$0.41$33.6$6.57$2.78$3.79
2024Detailed filing. Detailed filing data is available for this year.$29.8$0.45$29.4$4.22$2.49$1.72
2023Detailed filing. Detailed filing data is available for this year.$26.3$0.36$25.9$3.88$2.68$1.20
2022Detailed filing. Detailed filing data is available for this year.$23.7$0.34$23.4$3.02$2.21$0.81
2021Detailed filing. Detailed filing data is available for this year.$28.0$0.29$27.7$4.15$2.17$1.98
2020Detailed filing. Detailed filing data is available for this year.$21.6$0.31$21.3$2.56$1.87$0.69
2019Detailed filing. Detailed filing data is available for this year.$20.5$0.34$20.2$4.46$2.08$2.38
2018Detailed filing. Detailed filing data is available for this year.$18.9$0.33$18.6$4.65$3.10$1.55
2017Detailed filing. Detailed filing data is available for this year.$18.2$0.42$17.8$4.11$2.55$1.56
2016Detailed filing. Detailed filing data is available for this year.$16.1$0.48$15.7$2.93$4.88$1.95
2015Detailed filing. Detailed filing data is available for this year.$18.3$0.39$18.0$3.55$2.13$1.42
2014Detailed filing. Detailed filing data is available for this year.$17.3$0.31$17.0$4.85$2.94$1.91
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$0.15$14.6$1.70
2012Summary only. Only limited summary data is available for this year.$12.7$0.15$12.6$3.44$2.30$1.14
2011Summary only. Only limited summary data is available for this year.$11.8$0.13$11.7$2.28$2.94$0.66